ISHARES RUSSELL 1000 VALUE E (IWD) Institutional Ownership
IWD is currently held by 7 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $32.36M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Renaissance Technologies LLC, which reported ownership valued at approximately $20.02M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Renaissance Technologies LLC's IWD position is now estimated to be worth approximately $22.58M, representing an estimated gain of +12.77% since the filing period.
Major shareholders tracked on this page include Renaissance Technologies LLC, Sequoia Financial Advisors, Donald Smith & Co., and other prominent asset managers. Collectively, these investors account for approximately 97% of the total disclosed value among the investors covered in this analysis.
This page tracks fund ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ISHARES RUSSELL 1000 VALUE E (IWD).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 7 | $32,355,734 | 151,429 |
| Q4 2025 | 9 | $99,105,932 | 473,914 |
| Q3 2025 | 7 | $19,558,907 | 107,079 |
| Q2 2025 | 5 | $14,112,074 | 72,656 |
| Q1 2025 | 6 | $12,762,199 | 67,826 |
| Q4 2024 | 8 | $46,597,445 | 251,701 |
| Q3 2024 | 5 | $10,372,613 | 54,650 |
| Q2 2024 | 5 | $9,891,442 | 56,692 |
| Q1 2024 | 4 | $7,676,403 | 42,858 |
| Q4 2023 | 5 | $10,756,306 | 65,091 |
| Q3 2023 | 6 | $6,531,876 | 74,284 |
| Q2 2023 | 6 | $9,853,013 | 62,428 |
Related IWD Institutional Insights:
- IWD Institutional Ownership & Insiders Activity
- IWD Institutional Ownership & 13F Activity
- IWD Top Institutional Shareholders
- IWD Institutional Buying Activity
- IWD Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- IWD Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings